Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.87%
Stock 94.42%
Bond 1.27%
Convertible 0.00%
Preferred 0.83%
Other -0.39%
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Market Capitalization

As of September 30, 2025
Large 59.82%
Mid 20.70%
Small 19.48%
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Region Exposure

% Developed Markets: 96.08%    % Emerging Markets: 1.93%    % Unidentified Markets: 1.99%

Americas 77.45%
77.16%
Canada 32.71%
United States 44.45%
0.29%
Brazil 0.14%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.85%
United Kingdom 8.57%
5.56%
Austria 0.02%
Denmark 0.16%
France 2.22%
Germany 1.07%
Greece 0.17%
Italy 0.37%
Netherlands 0.52%
Sweden 0.48%
Switzerland 0.55%
0.02%
Poland 0.02%
0.70%
Israel 0.70%
Greater Asia 5.71%
Japan 0.33%
0.17%
Australia 0.17%
3.66%
Hong Kong 0.42%
Singapore 0.00%
South Korea 0.36%
Taiwan 2.88%
1.56%
China 0.80%
India 0.76%
Unidentified Region 1.99%

Stock Sector Exposure

Cyclical
25.87%
Materials
7.24%
Consumer Discretionary
9.92%
Financials
8.07%
Real Estate
0.63%
Sensitive
47.66%
Communication Services
11.52%
Energy
2.70%
Industrials
12.83%
Information Technology
20.60%
Defensive
21.06%
Consumer Staples
15.11%
Health Care
4.14%
Utilities
1.81%
Not Classified
5.40%
Non Classified Equity
2.39%
Not Classified - Non Equity
3.02%
As of September 30, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available